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Benefits broker of record · CHARLOTTE, NC

ARMFIELD HARRISON & THOMAS, INC.

ARMFIELD HARRISON & THOMAS, INC. of CHARLOTTE, NC is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

One of 14 offices of ARMFIELD HARRISON & THOMAS, LLC.

Contracts brokered
3
Book size
under $10k
Office state
NC

Book profile

ARMFIELD HARRISON & THOMAS, INC. brokers 3 insured contracts for 3 employers, all in Washington.

The book is entirely vision coverage.

VISION SERVICE PLAN writes the most contracts in the book (3, about 100%).

Renewals are spread through the year; April 1 renewals (policy year ends March) are the largest group, at 33% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

vision 3

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
CONCENTRIC ADVISORSKIRKLAND, WAVISION SERVICE PLANJan 1FY2023
SKYKICK, LLCSEATTLE, WAVISION SERVICE PLANApr 1FY2024
SKAGIT HORTICULTURE, LLCMOUNT VERNON, WAVISION SERVICE PLANMay 1FY2024

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)

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